inflows. take a look at materials. china, consumer inflation, much higher than expect the. not good. maybe a less chance of a stimulus so material stocks, like aluminum stocks, take a look at them all on the weak side. some of the iron ore companies concerned that some iron ore prices might are more weaker than anticipated. china stocks, speaking of china. a huge run in the last month. the fxi, the etf for china has had big volume recently. up about 15%, so already people are anticipating china doing better next year. maybe, maybe not, but it's already run there. banks, well, look, a very simple story. you always get a selloff on the first day when the banks start trading. wells fargo came out. wasn't bad. nobody sees any upgrade to see their outlook on wells fargo based on what happens. net interest margins still compressed. loan growth still pretty modest. not bad. just not any reason to keep buying them right now. finally for the week, guys, let's call it digestion. after the great week we had last year, maybe a little digestion is in order.